Beacon Capital Management LLC (Tennessee)’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5K | Buy |
86
+1
| +1% | +$157 | ﹤0.01% | 572 |
|
|
2025
Q1 | $12.9K | Sell |
85
-59
| -41% | -$8.92K | ﹤0.01% | 570 |
|
|
2024
Q4 | $23.7K | Buy |
144
+1
| +0.7% | +$164 | ﹤0.01% | 439 |
|
|
2024
Q3 | $23.9K | Hold |
143
| – | – | ﹤0.01% | 455 |
|
|
2024
Q2 | $21.8K | Hold |
143
| – | – | ﹤0.01% | 432 |
|
|
2024
Q1 | $22.7K | Buy |
143
+84
| +142% | +$13.3K | ﹤0.01% | 429 |
|
|
2023
Q4 | $8K | Hold |
59
| – | – | ﹤0.01% | 573 |
|
|
2023
Q3 | $8.31K | Hold |
59
| – | – | ﹤0.01% | 605 |
|
|
2023
Q2 | $8.31K | Hold |
59
| – | – | ﹤0.01% | 605 |
|
|
2023
Q1 | $8.08K | Hold |
59
| – | – | ﹤0.01% | 541 |
|
|
2022
Q4 | $8.18K | Hold |
59
| – | – | ﹤0.01% | 543 |
|
|
2022
Q3 | $8K | Sell |
59
-1
| -2% | -$136 | ﹤0.01% | 517 |
|
|
2022
Q2 | $10K | Hold |
60
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $10K | Buy |
+60
| New | +$10K | ﹤0.01% | 534 |
|